This course is for small business owners with the advisor user role and accountants and bookkeepers. Learn how to post adjustments and fix mistakes so the data in Xero is accurate. We teach you to post manual journals, run reports to find errors, and use 'Find and recode' to update transactions. This course covers topics in the L2 Xero professional certification.
Make adjustments and find and correct errors
By the end of this course, you will be able to:
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Create and post accounting adjustments using manual journals.
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Review multiple reports to find errors in the data in Xero.
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Update details for multiple transactions using find and recode.
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Review transaction history to check audit trail details and monitor data integrity.
Learn how to use journals to make adjustments to your financial data.
Use Xero’s reports to find errors, then correct your financial data so you have accurate records to help make informed business decisions.